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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $410,733 | $178,174+130.5% | $156,181+163.0% | $137,256+199.2% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 12.48% | 84.19%-71.7pp | 64.87%-52.4pp | 220.34%-207.9pp |
| Employer contribution / active EE | $714 | $4,972-85.6% | $4,294-83.4% | $4,156-82.8% |
| Participant deferral / active EE | $9,484 | $6,888+37.7% | $6,132+54.7% | $6,407+48.0% |
| Admin fee / account holder | $64,785 | $17,404+272.2% | $14,586+344.2% | $12,270+428.0% |